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Disclosery

HighPoint Advisor Group LLC: SPDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HighPoint Advisor Group LLC on SPDW, newest first. How the timeline and the estimate are built.

HighPoint Advisor Group LLC held 1,688,491 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,688,491 shares
    Change vs previous 13F +137,057 shares

    3% of the 13F portfolio, value $85,083,091.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,551,434 shares
    Change vs previous 13F +76,503 shares

    2.97% of the 13F portfolio, value $70,823,045.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 1,474,931 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $65,501,729.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).